7.5.1.2 Use a Custom Quote Template

Owned by Pascal Clausen
Last updated: 2020-01-03 by Former user (Deleted)

If the built-in behaviour and functions of the quote templates, that are shipped with ADvendio out-of-the-box, does not fit your requirements or the layout does not match to your corporate identity, you are able to program your own custom quote pdf. To do so, create you own Visualforce Page and overwrite the ADvendio standard page with your own, as follows: 

  1. Navigate to the "Overview" tab. 
  2. Navigate to the "Setup & Setting" section.
  3. Click "Administration Settings".
  4. Choose the tab "Administration settings".
  5. Expand the "Administrator Actions" section.
  6. Fill in the text field "Custom Quote PDF" with the reference to your Visualforce Page. For example, /apex/c__YourCustomQuote